The Spartan Group

The firm’s advisory leadership is structured around four named professionals: Founding Partners John O. Johnson and Juan E. Mondragón, and Managing Directors Peter D. Morgan and J.R. Arano. The firm does not distinguish between those who originate and those who execute in its public materials, and it has not disclosed an investment committee or formal decision-making hierarchy.

The Spartan Group presents itself exclusively as an advisory firm, not an investor. Its website describes transaction services including M&A advisory and capital raising for entrepreneurs and family-owned businesses, with no mention of a proprietary balance sheet, fund vehicles, or direct principal investments.

Based on its published thought leadership, the firm covers digital marketing, advertising, and food and beverage. These are the only sectors for which it has released named market reports — specifically a Q1 2026 Digital Marketing & Advertising Report and a CYE 2025 Market Crunch focused on food. It has not published a formal sector taxonomy beyond those newsletters.

The firm has not disclosed a total professional headcount. Its website features four senior leaders — two Founding Partners and two Managing Directors — and lists career-inquiry contact information, but no organizational chart, team page, or staffing figure is publicly available.

The firm lists 15 office locations spanning the United States, Asia, the Middle East, Europe, and the Caribbean: Pasadena (headquarters), Palo Alto, San Francisco, West Palm Beach, Tokyo, Singapore, Hong Kong, Shanghai, Beijing, Shenzhen, Taipei, Seoul, Dubai, London, and Tortola in the British Virgin Islands.

No. The firm does not publish an AUM figure, aggregate deal count, or total transaction value. Because it describes itself as an investment bank rather than an asset manager, AUM is not a standard disclosure metric, but an annual or cumulative advised-transaction volume is also absent from its public materials.

There is no public disclosure linking The Spartan Group to a single-family office, family wealth origin, or any affiliated pooled investment vehicle. The firm’s materials describe only its advisory services, with no mention of a related philanthropic foundation, operator company, or family office client mandate.